Vontobel Holding
SPGP icon

Vontobel Holding’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Vontobel Holding’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,395
Closed -$1.38M – 1128
2024
Q2 		$1.38M Buy
13,395
+84
+0.6% +$8.65K ﹤0.01% 510
2024
Q1 		$1.42M Buy
13,311
+3,780
+40% +$376K 0.01% 498
2023
Q4 		$934K Buy
9,531
+2,785
+41% +$257K 0.01% 612
2023
Q3 		$616K Hold
6,746
– – 0.01% 706
2023
Q2 		$612K Hold
6,746
– – 0.01% 739
2023
Q1 		$575K Sell
6,746
-5,134
-43% -$444K 0.01% 743
2022
Q4 		$981K Sell
11,880
-4,043
-25% -$333K 0.01% 586
2022
Q3 		$1.19M Buy
15,923
+1,923
+14% +$160K 0.01% 509
2022
Q2 		$1.11M Buy
14,000
+6,400
+84% +$545K 0.01% 522
2022
Q1 		$693K Buy
+7,600
New +$688K 0.01% 711

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return